Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

In this Network World Clear Choice Test of client management product we review products for a myriad of traditional desktop management capabilities such as asset inventory, client configuration and ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

United Wholesale Mortgage (UWM) has launched Brand 360, a customizable client management tool for their partners that offers borrower outreach, alerts and monitoring post-closing, as well as fully ...

With client expectations going through the roof, agencies need the right tools to help them organize, manage and track their projects and tasks. Agency project management software does just that. From ...

The rise of technology in wealth management has allowed advisory clients ever-greater online access to their account information. But it's also given rise to fears that increased digital autonomy may ...

Microsoft on Monday, as part of Ignite, announced a rebranding for its main client management tools, Linux support on the Windows Virtual Desktop service and other bits likely of interest to IT pros.